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Xapsys Case Studies

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    4.7 / 5.0
    Customer References43 total
    About

    AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.

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    4.7 / 5.0
    Customer References222 total
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    HoneyBook is the leading platform for independent business owners to manage their client flow and cash flow, streamlining all of the steps needed to sell and deliver personalized contracted services. By combining tools like billing, contracts and client communication, HoneyBook helps business owners get organized so they can provide an exceptional experience at every step. HoneyBook is trusted by service providers across the U.S. and Canada who have booked more than $5 billion in business on its platform. Founded in 2013, HoneyBook is based in San Francisco and funded by Tiger Global Management, Norwest Venture Partners, Aleph, Hillsven Capital, OurCrowd, Durable Capital Partners LP, Vintage Investment Partners, Battery Ventures, Citi Ventures, Zeev Ventures and 01 Advisors.

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    4.7 / 5.0
    Customer References22 total
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    KulaHub is a fully integrated set of CRM and marketing tools rarely found all in one system, without the need to export data or plug in APIs. Their cloud-based software allows easy access to the benefits and features of CRM, Workflow Management, Email Design and Broadcast, Events Booking & Management and Online Surveys. The system is fully mobile responsive, with the ability to log in anywhere with internet access.

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